See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,105 | $68,719+118.4% | $91,541+64.0% | $84,808+77.0% |
| Participation rate | 81.8% | 64.5%+17.3pp | 69.8%+12.0pp | 68.3%+13.5pp |
| Annual return | 14.50% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,002 | $1,920+56.4% | $2,505+19.9% | $2,631+14.1% |
| Participant deferral / active EE | $5,772 | $3,136+84.1% | $4,008+44.0% | $4,212+37.0% |
| Admin fee / account holder | $11,815 | $5,786+104.2% | $6,956+69.8% | $7,344+60.9% |